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811 hedge funds and large institutions have $17.5B invested in MongoDB in 2026 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 337 increasing their positions, 244 reducing their positions, and 205 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 337 | Existing positions reduced: 244

32% more call options, than puts

Call options by funds: $1.55B | Put options by funds: $1.17B

0.53% less ownership

Funds ownership: 89.23%88.7% (-0.53%)

11% less funds holding

Funds holding: 914811 (-103)

41% less first-time investments, than exits

New positions opened: 121 | Existing positions closed: 205

43% less capital invested

Capital invested by funds: $30.5B → $17.5B (-$13B)

73% less funds holding in top 10

Funds holding in top 10: 226 (-16)

Holders
811
Holders Change
-103
Holders Change %
-11.27%
% of All Funds
9.99%
Holding in Top 10
6
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-72.73%
% of All Funds
0.07%
New
121
Increased
337
Reduced
244
Closed
205
Calls
$1.55B
Puts
$1.17B
Net Calls
+$371M
Net Calls Change
+$530M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
626
Alphadyne Asset Management
New York
$197K +$269K +803 New
Northwestern Mutual Wealth Management
627
Northwestern Mutual Wealth Management
Wisconsin
$196K -$149K -446 -36%
SPIA
628
Steward Partners Investment Advisory
New York
$163K -$615K -1,840 -73%
Los Angeles Capital Management
629
Los Angeles Capital Management
California
$158K -$17.6M -52,710 -99%
NFSG
630
Newbridge Financial Services Group
Florida
$152K -$189K -565 -48%
LS
631
Livforsakringsbolaget Skandia
Sweden
$136K
QCG
632
Quadrant Capital Group
Ohio
$130K +$9.37K +28 +6%
TWD
633
True Wealth Design
Ohio
$130K +$37.1K +111 +26%
AAP
634
Arax Advisory Partners
Colorado
$124K +$32.1K +96 +26%
QC
635
Quent Capital
New York
$123K -$13K -39 -7%
SAM
636
Smartleaf Asset Management
Massachusetts
$115K -$21.7K -65 -12%
MAM
637
Meeder Asset Management
Ohio
$107K +$125K +374 +594%
VSQM
638
V-Square Quantitative Management
Illinois
$99.6K -$29.8K -89 -18%
LWCFA
639
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$85.9K
BWA
640
Basecamp Wealth Advisors
Washington
$70.2K +$12K +36 +14%
LFG
641
Larson Financial Group
Missouri
$66.3K +$11K +33 +14%
GSEP
642
Golden State Equity Partners
California
$66.3K +$90.6K +271 New
GI
643
GAMMA Investing
California
$59.7K -$2.34K -7 -3%
NS
644
NBC Securities
Alabama
$59.2K +$10.7K +32 +15%
GWM
645
Geneos Wealth Management
Colorado
$57.3K
FHC
646
First Horizon Corporation
Tennessee
$54.3K -$1K -3 -1%
MAM
647
Morse Asset Management
Connecticut
$53.8K +$66.9K +200 +1,000%
CFO
648
CVA Family Office
Colorado
$52.6K -$6.69K -20 -9%
HI
649
Harbour Investments
Wisconsin
$52.3K -$30.1K -90 -30%
TFIPS
650
Towarzystwo Funduszy Inwestycyjnych PZU SA
$50.2K